Clean Yield Group’s Merchants Bancshares Inc MBVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-31,815
| Closed | -$1.55M | – | 297 |
|
|
2017
Q1 | $1.55M | Sell |
31,815
-9,018
| -22% | -$459K | 0.65% | 52 |
|
|
2016
Q4 | $2.21M | Sell |
40,833
-15,769
| -28% | -$710K | 1% | 39 |
|
|
2016
Q3 | $1.83M | Sell |
56,602
-1,915
| -3% | -$61.9K | 0.8% | 46 |
|
|
2016
Q2 | $1.78M | Buy |
58,517
+1,588
| +3% | +$47.5K | 0.77% | 46 |
|
|
2016
Q1 | $1.7M | Sell |
56,929
-215
| -0.4% | -$6.24K | 0.76% | 49 |
|
|
2015
Q4 | $1.61M | Buy |
57,144
+5,691
| +11% | +$177K | 0.8% | 50 |
|
|
2015
Q3 | $1.6M | Buy |
51,453
+875
| +2% | +$26.4K | 0.76% | 50 |
|
|
2015
Q2 | $1.67M | Sell |
50,578
-1,560
| -3% | -$47.3K | 0.77% | 51 |
|
|
2015
Q1 | $1.52M | Sell |
52,138
-6,040
| -10% | -$173K | 0.65% | 55 |
|
|
2014
Q4 | $1.78M | Sell |
58,178
-1,214
| -2% | -$35.6K | 0.8% | 47 |
|
|
2014
Q3 | $1.67M | Sell |
59,392
-870
| -1% | -$25.8K | 0.8% | 49 |
|
|
2014
Q2 | $1.93M | Buy |
60,262
+6,839
| +13% | +$209K | 0.95% | 38 |
|
|
2014
Q1 | $1.74M | Sell |
53,423
-695
| -1% | -$22.3K | 0.9% | 43 |
|
|
2013
Q4 | $1.81M | Buy |
+54,118
| New | +$1.66M | 0.97% | 40 |
|
Clean Yield Group's MBVT Position: Q2 2017 in Review
Clean Yield Group sold out of Merchants Bancshares Inc (MBVT) in Q2 2017, closing a stake of 31,815 shares — an estimated $1.55M sold.
Clean Yield Group first reported a position in MBVT in Q4 2013 and held it in 14 quarters. The position peaked at $2.21M in Q4 2016. 0 funds tracked by Wall St. Rank hold MBVT as of Q2 2017.
- Clean Yield Group reported no remaining Merchants Bancshares Inc position as of Q2 2017 after selling out during the quarter.
- Clean Yield Group sold 31,815 Merchants Bancshares Inc shares in Q2 2017, an estimated $1.55M.
- Clean Yield Group first reported a position in Merchants Bancshares Inc in Q4 2013 and held it in 14 quarters.
- Clean Yield Group's Merchants Bancshares Inc position peaked at $2.21M in Q4 2016.
- 0 funds tracked by Wall St. Rank held Merchants Bancshares Inc as of Q2 2017.
Based on Clean Yield Group's 13F filing for Q2 2017, filed 17 Jul 2017.